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Business Profile

Investment Advisory Services

DiPaolo Financial Group, Inc.

About

About This Business

This Registered Investment Advisory firm offers independent wealth management including insurance, annuities, and estate protection products to help individuals and families plan for retirement

BBB Accredited Since: 12/17/2010

Years in Business: 19

Photos and Videos

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Business Details

BBB File Opened:
6/9/2009
Business Started:
7/15/2007
Business Incorporated:
11/16/2007
Type of Entity:
Corporation
Business Management:
Joseph DiPaolo, President

Additional Contact Information

Principal Contacts
Joseph DiPaolo, President
Customer Contacts
Joseph DiPaolo, President
Fran DiPaolo, Office Administrator
Fax numbers
Primary Fax: (813) 501-1361
Social Media
Facebook
Twitter

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

BBB records show a license number of P077325 for this business, issued by Florida Department of Financial Services. The expiration date of this license is 6/30/2027.

Florida Department of Financial Services

200 E Gaines St

Tallahassee FL 32399

BBB records show a license number of L070312 for this business, issued by Florida Department of Financial Services

Florida Department of Financial Services

200 E Gaines St

Tallahassee FL 32399

BBB records show a license number of Registered for this business, issued by Financial Industry Regulatory Authority

Financial Industry Regulatory Authority

1735 K St NW

Washington DC 20006

BBB records show a license number of Registered for this business, issued by Financial Industry Regulatory Authority

Financial Industry Regulatory Authority

1735 K St NW

Washington DC 20006

Additional Information

Other Resources
Florida Department of Financial Services
200 E Gaines St
Tallahassee FL 32399
Phone Number: (877) 693-5236
https://myfloridacfo.com/Division/Agents/

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